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Avantax Planning Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Avantax Planning Partners’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Sell
4,597
-38
-0.8% -$3.64K 0.01% 301
2025
Q4 		$453K Sell
4,635
-247
-5% -$24.4K 0.01% 288
2025
Q3 		$486K Sell
4,882
-147
-3% -$14.3K 0.01% 272
2025
Q2 		$472K Sell
5,029
-1,658
-25% -$140K 0.02% 273
2025
Q1 		$523K Sell
6,687
-46
-0.7% -$3.9K 0.02% 251
2024
Q4 		$578K Sell
6,733
-483
-7% -$41.8K 0.02% 236
2024
Q3 		$596K Sell
7,216
-4,550
-39% -$365K 0.02% 234
2024
Q2 		$955K Sell
11,766
-2,305
-16% -$176K 0.03% 212
2024
Q1 		$1.07M Sell
14,071
-293
-2% -$21.2K 0.03% 207
2023
Q4 		$998K Sell
14,364
-1,226
-8% -$77.9K 0.04% 170
2023
Q3 		$935K Sell
15,590
-5,246
-25% -$328K 0.04% 168
2023
Q2 		$1.3M Sell
20,836
-2,106
-9% -$120K 0.05% 145
2023
Q1 		$1.28M Sell
22,942
-2,798
-11% -$148K 0.05% 145
2022
Q4 		$1.26M Buy
25,740
+1,589
+7% +$78.1K 0.05% 139
2022
Q3 		$1.11M Buy
24,151
+4,786
+25% +$246K 0.05% 134
2022
Q2 		$933K Sell
19,365
-1,724
-8% -$90.7K 0.04% 163
2022
Q1 		$1.28M Sell
21,089
-809
-4% -$48.1K 0.05% 134
2021
Q4 		$1.5M Buy
21,898
+2,467
+13% +$173K 0.06% 120
2021
Q3 		$1.27M Buy
19,431
+1,785
+10% +$120K 0.06% 115
2021
Q2 		$1.14M Buy
17,646
+1,499
+9% +$91.7K 0.05% 126
2021
Q1 		$936K Sell
16,147
-6,187
-28% -$358K 0.05% 136
2020
Q4 		$1.26M Sell
22,334
-9,661
-30% -$520K 0.06% 117
2020
Q3 		$1.63M Sell
31,995
-2,907
-8% -$144K 0.09% 96
2020
Q2 		$1.6M Buy
34,902
+3,479
+11% +$145K 0.09% 94
2020
Q1 		$1.11M Sell
31,423
-1,518
-5% -$62.2K 0.08% 103
2019
Q4 		$1.36M Buy
32,941
+798
+2% +$31.7K 0.08% 91
2019
Q3 		$1.22M Buy
32,143
+4,418
+16% +$168K 0.08% 98
2019
Q2 		$1.04M Buy
27,725
+12,431
+81% +$449K 0.07% 102
2019
Q1 		$539K Buy
+15,294
New +$508K 0.04% 155

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's NULG Position: Q1 2026 in Review

Avantax Planning Partners reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.82% in Q1 2026, selling an estimated $3.64K and leaving 4,597 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #301.

Avantax Planning Partners first reported a position in NULG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.63M in Q3 2020. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Avantax Planning Partners held 4,597 shares of Nuveen ESG Large-Cap Growth ETF worth $418K as of Q1 2026.
  • Avantax Planning Partners sold 38 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $3.64K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #301 holding.
  • Avantax Planning Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Avantax Planning Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $1.63M in Q3 2020.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.